Opulus

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Client assets under management

$87,977,956

Clients

170

19% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$517,517

About

Opulus serves individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities, managing roughly $88 million for about 170 clients with a two‑advisor team. The firm provides broad financial planning and consulting, discretionary and non‑discretionary investment management through recommended sub‑advisers, pension consulting, business management consulting, and recently added estate planning assistance.

Opulus typically implements investment management by selecting or recommending third‑party sub‑advisers and model portfolios — the brochure names Orion Portfolio Solutions d/b/a Brinker Capital Investments as a current provider — and monitors those managers’ performance and alignment with client goals. Financial planning engagements are comprehensive and cover cash flow, retirement projections, tax considerations, insurance review, and estate planning, with the firm recommending periodic reviews and ongoing planning relationships.

The brochure highlights a few features that distinguish Opulus from many peers: it discloses use of client testimonials and the promotion of third‑party ratings in its materials, and it has formalized estate planning assistance using a third‑party estate‑planning technology provider. It also emphasizes insurance‑related services and notes that one or more principals have prior experience as insurance agents, which the firm integrates into its policy‑review and risk‑management work.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Business management & consulting services, estate planning assistance

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Pension consulting fixed fees typically ranging from $900 - $10,000 annually; Business Management & Consulting services fees generally range from $3,000 to $50,000 annually.

Percentage

$0+: Typically range between 0.15% and 1.25% (Advisory fee portion charged by Opulus for investment management services); total combined fees with sub-adviser will not exceed 2.0% of assets under management. $0+: Pension consulting asset based management fees typically range from 0.35% to 0.60% of plan's assets.

Project-based

Hourly fees range from $150 to $400 per hour for financial planning, consulting, estate planning assistance, and pension consulting services.

Other

Minimum fee: Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year. Fee-only: Financial planning and consulting fees: hourly rate from $150 to $400 per hour; annual financial planning fees $1,750 to $20,000; pension consulting fixed fees $900 - $10,000 annually; business management & consulting fees $3,000 to $50,000 annually.

Main office location

Opulus

16 North Franklin Street, Suite 302

Doylestown PA 18901, United States

Number of offices

Most active in

Florida · New Jersey · New York · North Carolina · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 215-859-8095

Advisors at this firm

Ryan G

CFP®

Doylestown, PA

Opulus

Hey there, I'm Ryan Greiser. With over a decade in the financial industry, my mission is clear: to empower my clients across the USA to take control of their financial futures. At my firm, we offer a comprehensive range of services tailored to your needs. Whether you're seeking financial education to boost your money management skills, personalized financial planning to achieve your goals, or expert investment management, we've got you covered. We keep it simple, free from jargon, and always prioritize your financial well-being. I take pride in being recognized as a Top 100 Financial Advisor by Investopedia, and my insights have been featured in leading financial publications such as MarketWatch, Fortune, NerdWallet, Bloomberg, CNBC, and CBS News, among others. What truly motivates me is helping our clients navigate the complexities of finance in a way they actually understand. When you're ready, don't hesitate to reach out to see how we can elevate your financial game. In the meantime, get to know me better by checking us out on social media or tuning into our podcast at → https://www.masteryourmoney.finance/podcast

Business ownership considerations Business exit / sale strategy Professional Athlete Gen Y/Millennials (Born 1980-1995) Young Professionals

Francis W

Series 63, Series 65

Doylestown, PA

Opulus

Francis Walsh is a financial advisor at Opulus with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Susquehanna International Group. Prior to his advisory roles, he was associated with Villanova University and operated a business called Storage Squad LLC. Opulus serves individual and high-net-worth clients as well as retirement plans and business entities, offering comprehensive financial planning, investment management through recommended sub-advisers, pension consulting, and business management services. The firm manages approximately $55 million in assets and provides specialized services such as digital asset investment management alongside tailored financial plans.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

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